Communicate Your Alpha.
Your investment process is what sets you apart. Gain a competitive advantage with streamlined portfolio analysis and flexible reporting. Click on the
Fewer steps, better reporting. More time to spend fueling your strategy.
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Select your portfolio, benchmark, time frame, and other options in the Report Settings.
Populate a new report with applicable widgets or add more widgets to existing reporting layouts. Simply, drag and drop from the widget library.
Modify widget grouping and time period settings. Grouping options include commonly used sectors and countries, in addition to proprietary alpha factors.
Add conditional formatting and color coding by data item.
Customize display settings to filter and sort specific securities.
Access performance and risk metrics, fundamentals, and indicators with over 550 proprietary alpha factors grouped into eight different styles.
Edit widget settings for full customization.
Scheduled Reports in PDF and/or Excel can be delivered via Email or to FTP.